Kurt commented on an article in The Globe and Mail on “Investing in A Home”. Kurt provides guidelines on buying and talks about his biggest fear in Canadian real estate in the next few years. (Article no longer available).
Kurt participated in the “Financial Road Map” series for The Globe and Mail newspaper where he answered questions to small business owners about financial planning. Here is the link to all the questions that Kurt answered: (Article no longer available).
Kurt was interviewed in the national post to discuss the debt levels that the average Canadian now carries and the problems it causes. (Article no longer available).
Kurt was asked to serve as the financial expert a feature in The Globe and Mail called “ask an expert” where Canadian small business owners can email financial questions about starting and managing a business and Kurt will provide the answers. Kurt also wrote an article that was published in The Globe and Mail discussing …
Kurt was interviewed by CA Magazine, the national monthly publication for Chartered Accountants in Canada, and asked to provide his opinions on family financial planning. (Article no longer available).
Kurt was interviewed as part of 2011 National Financial Planning Week. The article was published in The Globe and Mail. Read the article here.
Kurt was featured as the expert personal financial planner in The Globe and Mail “Financial Facelift” column by Dianne Maley. In this edition, Kurt provided advice to a young single lady in Vancouver who was struggling to know how to make it financially as she lives alone in an expensive city. (Article no longer available).
Kurt was featured as the expert personal financial planner in The Globe and Mail “Financial Facelift” column by Dianne Maley. In this edition, Kurt provided advice to a couple nearing retirement and seeking direction on how to invest, whether they have enough money to retire and their levels of life insurance. (Article no longer available).
Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children’s savings, debt and real estate planning to Chartered Accountants from across BC. Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management …
Kurt was asked to write an article on “Divorce Planning for Dentists” and published in the Ontario Dentist Magazine, the provincial publication for dentists in Ontario. Read the article here.
Financial consultant in Toronto, Ontario
Professional financial advisors and wealth planners with decades of experience based in Toronto.
2848 Bloor St. West.
Etobicoke, ON M8X 1A9
Business: (416) 628-5761 Ext. 0
Toll-free: 1-866-275-5878
Fax: (416) 225-8650
Upper Canada Capital is our trade name (i.e. business name) under which we offer all our services. Upper Canada Capital is a trade name used for both securities business and insurance business. Stocks, bonds, and mutual funds are offered through Manulife Wealth Inc. Financial plans are offered through Manulife Wealth Inc. Insurance products & services are offered through Upper Canada Capital Inc. and Manulife Wealth Insurance Inc. Manulife Wealth related companies are 100% owned by The Manufacturers Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Wealth website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.
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